See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,727 | $107,934-75.2% | $91,989-70.9% | $152,861-82.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 76.09% | 89.24%-13.2pp | 69.02%+7.1pp | 345.32%-269.2pp |
| Employer contribution / active EE | $1,881 | $4,210-55.3% | $3,452-45.5% | $4,762-60.5% |
| Participant deferral / active EE | $15,097 | $6,364+137.2% | $5,923+154.9% | $5,850+158.1% |
| Admin fee / account holder | $946 | $10,520-91.0% | $7,743-87.8% | $11,596-91.8% |